The first step in the process is to file a petition for probate of a will if you have a will or to file a petition for administration of an estate without a will. You will need to obtain a certified c...
Beneficiaries Residing in Another Country
When you are the administrator of an estate in California you are required to provide notice of administration to all heirs and/or relatives of the decedent regardless of where they reside. If any of ...
Trust Litigation Settlement Agreement
TRUST LITIGATION – SETTLEMENT AGREEMENT A Trust Litigation Settlement Agreement is typically entered into between the Trustee and a beneficiary of the Trust or third-party creditor. The focus...
Probate Litigation Settlement Agreement
PROBATE LITIGATION – SETTLEMENT AGREEMENT A Probate Litigation Settlement Agreement is typically entered into between the Executor/Administrator and a beneficiary of the Estate or third-party...
Opening Probate Administration
Overview of Initial Steps for Opening Probate Administration After the passing of a loved one family members are often in need of legal representation to open probate administration. If the Decedent e...
Do I need a Federal Tax Identification Number for my Revocable (Living) Trust or Irrevocable Trust?
Clients often ask whether they need a Federal Tax Identification Number (also known as an EIN) for their Revocable or Irrevocable Trust. Typically, this request is made after the beneficiaries or ...
California Real Estate and Trust
Options to Consider When Designating Title to Real Estate Title to California real estate can be held in several diverse ways and depending upon your situation a proper designation of title can be a f...